Real Estate & Infrastructure
Yield Pickup from Baltic Property
Deals Break Records, but Liquidity Remains Limited
A Global Approach to Mid-Market Infrastructure
Foraging for Sustainable Growth and Income...
Asian Real Estate: Yield Pickup and Diversification
Investors could not only get some yield pickup but could also obtain a significant diversification benefit by adding Asian property to their portfolios - some Dutch pension funds have been investing in the asset class for over 20 years...
Real Estate and ESG
Green Premia and Brown Discounts.....
Are Illiquid strategies Immune from the Price War?
It very clear that fees have, for many years, been falling on traditional, long only investments, and also on relatively liquid alternative investments. Yet the headline fees for illiquid investments, such as private equity and infrastructure, appear to be much stickier – just as the assets are....
Infrastructure debt in a portfolio context – A first exploration
We explore the added value of infrastructure debt in a portfolio context. Does it have an attractive risk-return trade-off and can it offer diversification potential in a fixed income portfolio of a pension fund or insurance company?
Infrastructure, inflation and other risks
The potential for infrastructure investments to protect against inflation is well understood, but there are many important caveats: valuation, revenue risks, weather, safety, and politics....